Pipeliner CRM: What You Love, You Use
- Author
- Wes Schaeffer, The Sales Whisperer®
- Published
- Wed 11 Aug 2021
- Episode Link
- https://crmsushi.libsyn.com/pipeliner-crm-what-you-love-you-use
What You'll Learn In This Episode of The CRM Sushi Podcast...
- Nikolaus Kimla, founder of Pipeliner CRM
- Past guest on The Sales Podcast episode 439
- The first and only CRM today in the SMB space that has the key account management embedded
- Three inner and three outer rings
- API
- Automatizer: sales and marketing automation is the key
- Backend Functions
- Activities
- Outer
- Project Engine
- Key Account Management
- Reporting Engine
- Analytics Engine
- Salesforce Automation
- Reduce the repetitive tasks
- No coding, just drag & drop
- Worked for Apple in Europe
- Brought Apple to the universities in the 80s and had the first computer-to-computer networks
- Has spent four years to make the drag-n-drop features easy
- The typical salesperson needs to focus on leads and activities
- Multiple pipelines available
- View as a map overlay feature
- View as a list
- View in a compact form
- Drill down and see the hierarchy/org chart
- View as a bubble chart
- View deal velocity
- Great tool for both the hunter and farmer, i.e., account management salesperson
- "Add to Comparison"
- Products
- Categories
- Find accounts where you can upsell, cross-sell
- The Navigator is where you start your day
- Ready to qualify
- Ready to move
- Old Leads
- Lazy Opportunities
- Tasks
- Missed Close Date
- Velocity Issues
- The Largest Open Opportunities
- Everything starts with a Lead
- Chop it up into targeted Lists
- Send email broadcasts and see reports
- Sent
- Opened
- Clicked
- Call from browser is integrated and included
- Sidebar for Outlook and Gmail
- Create Reports on the fly
- Customize with fields
- Create charts from reports
- Schedule reports to update and be sent to you regularly and automatically
- The UI is engaging
- Email history is saved inside the CRM
- Start your free trial Pipeliner CRM
